The primary focus of my role is to construct and manage portfolios on behalf of individuals, trusts, charities and pensions. I provide ongoing investment reviews of these portfolios, ensuring they continue to meet client’s investment objectives and relevant risk tolerances.
Matthew graduated with a BSc (Hons) degree in Economics & Econometrics from the University of York. He is a Chartered Member of the Chartered Institute for Securities & Investment.
He began his career as a Trainee Investment Manager in 2013 and joined Quilter Cheviot to take up his current role in 2017.
In his spare time Matthew enjoys a variety of sports, including golf and cricket.